Adviser/team AUM: $130,000,000
Gross annual production/TTM: $1,200,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Steward Partners Global Advisory|
|Date announced||February 26, 2014|
|Transition date||December 20, 2013|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.